Driven Brands Holdings Inc.: which funds bought and sold

Institutions that bought and sold Driven Brands shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 107 institutions that filed 13F reports for both quarters added to or opened positions in Driven Brands, and 84 cut or closed them. Together they sold a net 6.2M shares, −8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.1M shares (+14.7%); index fund managers were net buyers of 876K shares (+6.2%). 35 opened a new position and 33 sold out entirely.

Bought, Q2 2026 107 institutions, 35 of them new holders Sold, Q2 2026 84 institutions, 33 of them sold out

Net change, all compared −6.2M shares (−8.2%)

Net change, active managers +3.1M shares (+14.7%), 15 bought, 13 sold

Buyers versus sellers

institutions compared, 222

107 bought 31 84 sold

Active managers and hedge funds 15 bought · 13 sold · +3.1M

Index fund managers 9 bought · 1 sold · +876K

Other institutions 83 bought · 70 sold · −10.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Rubric Capital Management LP Hedge fund	+2.3M +76.7%	5.3M	$73.9M
FMR LLC Active manager	+1.3M +15.5%	9.5M	$133M
One Fin Capital Management LP	+1.3M +250.0%	1.8M	$24.4M
Adw Capital Management, LLC	+1.0M +25.0%	5.0M	$69.7M
Blackrock, Inc. Index funds	+471K +10.8%	4.8M	$67.1M
Flax Pond Capital, LLC	+462K +107.4%	892K	$11.8M
Susquehanna International Group, LLP	+401K +779.5%	453K	$6.3M
Quantinno Capital Management LP	+389K +51.9%	1.1M	$15.9M
Landscape Capital Management, L.L.C.	+364K New position	364K	$5.1M
Caption Management, LLC	+241K New position	241K	$3.4M
Dark Forest Capital Management LP	+229K New position	229K	$3.2M
Jane Street Group, LLC	+165K +86.8%	355K	$4.9M
Simcoe Capital Management, LLC	+154K +7.3%	2.3M	$31.5M
Orchard Capital Management, LLC	+132K New position	132K	$1.8M
Renaissance Technologies LLC Hedge fund	+125K New position	125K	$1.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+112K New position	112K	$1.6M
BNP Paribas Financial Markets	+107K +775.9%	120K	$1.7M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	+104K New position	104K	$1.5M
Two Sigma Investments, LP Hedge fund	+103K +16.5%	730K	$10.2M
Divisadero Street Capital Management, LP	+100K New position	100K	$1.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Rubric Capital Management LP Hedge fund	+2.3M +76.7%	5.3M	$73.9M
FMR LLC Active manager	+1.3M +15.5%	9.5M	$133M
Renaissance Technologies LLC Hedge fund	+125K New position	125K	$1.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+112K New position	112K	$1.6M
Two Sigma Investments, LP Hedge fund	+103K +16.5%	730K	$10.2M
Tudor Investment Corp Et Al Hedge fund	+71K +7.6%	1.0M	$14.1M
Man Group PLC Hedge fund	+63K New position	63K	$880,562
Exoduspoint Capital Management, LP Hedge fund	+27K +19.8%	164K	$2.3M
Engineers Gate Manager LP Hedge fund	+22K New position	22K	$310,249
Marshall Wace, LLP Hedge fund	+21K New position	21K	$292,267

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
North Peak Capital Management, LLC	−5.1M Sold out	0	—
Emeth Value Capital, LLC	−3.0M −74.3%	1.0M	$14.3M
Bank Of Montreal	−2.1M Sold out	0	—
Jpmorgan Chase & Co	−1.6M −97.1%	47K	$701,797
Hg Vora Capital Management, LLC	−950K Sold out	0	—
Morgan Stanley	−669K −63.8%	381K	$5.3M
Grizzlyrock Capital, LLC	−549K −46.9%	622K	$8.7M
Hennessy Advisors Inc	−506K Sold out	0	—
Citadel Advisors LLC Hedge fund	−410K −78.5%	113K	$1.6M
Goldman Sachs Group Inc	−383K −10.1%	3.4M	$47.2M
Millennium Management LLC Hedge fund	−203K −13.9%	1.3M	$17.6M
Victory Capital Management Inc Active manager	−177K Sold out	0	—
Bank Of America Corp	−143K −24.6%	438K	$6.1M
Evr Research LP	−140K −25.9%	400K	$5.6M
Squarepoint Ops LLC Hedge fund	−123K Sold out	0	—
Deutsche Bank Ag\	−114K −61.1%	73K	$1M
Blueshift Asset Management, LLC	−113K Sold out	0	—
Rangeley Capital, LLC	−107K −17.1%	518K	$7.2M
Norwood Investment Partners, LP	−94K −15.0%	535K	$7.5M
Ararat Capital Management LP	−92K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−410K −78.5%	113K	$1.6M
Millennium Management LLC Hedge fund	−203K −13.9%	1.3M	$17.6M
Victory Capital Management Inc Active manager	−177K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−123K Sold out	0	—
Gotham Asset Management, LLC Hedge fund	−68K −85.0%	12K	$167,712
AQR Capital Management LLC Hedge fund	−44K −49.2%	46K	$631,216
Calamos Advisors LLC Active manager	−23K Sold out	0	—
Quantbot Technologies LP Hedge fund	−17K Sold out	0	—
Verition Fund Management LLC Hedge fund	−11K −2.9%	372K	$5.2M
Brevan Howard Capital Management LP Hedge fund	−7,534 −30.5%	17K	$239,447

New positions

largest by value

Institution	Shares	Value June 30, 2026
Landscape Capital Management, L.L.C.	364K	$5.1M
Caption Management, LLC	241K	$3.4M
Dark Forest Capital Management LP	229K	$3.2M
Orchard Capital Management, LLC	132K	$1.8M
Renaissance Technologies LLCHedge fund	125K	$1.7M
Arrowstreet Capital, Limited PartnershipHedge fund	112K	$1.6M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	104K	$1.5M
Divisadero Street Capital Management, LP	100K	$1.4M
Man Group PLCHedge fund	63K	$880,562
Campbell & Co Investment Adviser LLC	60K	$837,013

Sold out

largest by value

Institution	Shares	Value March 31, 2026
North Peak Capital Management, LLC	5.1M	$63.7M
Bank Of Montreal	2.1M	$26.2M
Hg Vora Capital Management, LLC	950K	$12M
Hennessy Advisors Inc	506K	$6.4M
Victory Capital Management IncActive manager	177K	$2.2M
Squarepoint Ops LLCHedge fund	123K	$1.6M
Blueshift Asset Management, LLC	113K	$1.4M
Ararat Capital Management LP	92K	$1.2M
First Trust Advisors LP	82K	$1M
K2 Principal Fund, L.P.	62K	$786,460

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 193
Ten largest holders: 59.5%
Index fund managers: 20.8%
Active managers and hedge funds: 33.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	13	6	5	+3.1M	+14.7%
Index fund managers	9	1	0	1	+876K	+6.2%
Other institutions	83	70	29	27	−10.1M	−25.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Driven Brands.

Only managers that filed a holdings report for both quarters are compared (222 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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